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Joe B

← Customer Feedback for Redtail Technology

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26 results found

  1. Clickable in Email

    12 votes
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    0 comments  ·  Redtail CRM » Email  ·  Admin →
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    Joe B supported this idea  · 

  2. It would be nice if you could relate a contact to an activity or Note on the timeline.

    38 votes
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    4 comments  ·  Redtail CRM » Timeline  ·  Admin →
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    Joe B supported this idea  · 

  3. Add Contact Name to Notification Subject Line

    86 votes
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    11 comments  ·  Redtail CRM » Notifications  ·  Admin →
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    Joe B supported this idea  · 

  4. Add a link to email notifications to click on to open the activity in Redtail

    87 votes
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    7 comments  ·  Redtail CRM » Notifications  ·  Admin →
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    Joe B supported this idea  · 

  5. Print Work Flow Template

    65 votes
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    4 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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    Joe B supported this idea  · 

  6. Beneficiary Report

    107 votes
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    8 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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    Joe B supported this idea  · 

  7. Add Clients by Region Mapping/Reporting

    222 votes
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    20 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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    Joe B supported this idea  · 

  8. Save 'Common Filters' on Activity Reports

    235 votes
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    27 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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    Joe B supported this idea  · 

  9. Customize Personal Profile Form

    462 votes
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    40 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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    Joe B supported this idea  · 

  10. Automatically Create and Email Reports to User in Recurring Schedule

    64 votes
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    8 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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    Joe B supported this idea  · 

  11. Age Based Triggers

    842 votes
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    25 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Joe B supported this idea  · 

  12. Bulk Reassign Workflow Task

    108 votes
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    4 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Joe B supported this idea  · 

  13. Automation that would Trigger Roles being Populated upon Adding Servicing Advisor

    76 votes
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    8 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Joe B supported this idea  · 

  14. Fluid Role Reassignment in workflows...

    21 votes
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    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Joe B supported this idea  · 

  15. Servicing Advisor = Advisor Role

    68 votes
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    4 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Joe B commented  · 

    This is crucial and would save so much time!!

    Joe B supported this idea  · 

  16. Auto-Assign CSA Role Based on Advisor

    38 votes
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    1 comment  ·  Redtail CRM » Contact Record  ·  Admin →
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    Joe B commented  · 

    This is crucial and would save so much time.

    Joe B supported this idea  · 

  17. Integrate With FMG Emails

    7 votes
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    1 comment  ·  Redtail CRM » Automations  ·  Admin →
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    Joe B supported this idea  · 

  18. Automation Trigger Event: Client Age

    90 votes
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    3 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Joe B supported this idea  · 

  19. Action item when Servicing or Writing Advisor changes

    12 votes
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    1 comment  ·  Redtail CRM » Automations  ·  Admin →
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    Joe B supported this idea  · 

  20. Opportunity Automation - Link Existing Workflow

    6 votes
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    0 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Joe B shared this idea  · 
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